Large-blend funds have portfolios that are fairly representative of the overall stock market in size, growth rates, and price. They tend to invest across the spectrum of U.S. industries.

Mutual Funds that fall under the Large Cap Growth and Large Cap Value Morningstar Categories. Use the Fund Category criteria to select just one of the styles.

Small-blend funds favor firms at the smaller end of the market-capitalization range, and are flexible in the types of small caps they buy.

Mutual Funds that fall under the Small Cap Growth and Small Cap Value Morningstar Categories. Use the Fund Category criteria to select just one of the styles.

Mutual Funds that fall under the Morningstar Global Large Stock and Foreign Asset Class based categories. These funds typically invest in developed countries and some emerging markets.

Mutual Funds that invest in specific regions or countries. Use the Fund Category criteria to refine the search.

Equity Mutual Funds that specialize in individual sectors or industries. Results include all sectors. Use the Morningstar Category criteria to refine the search.

The Taxable Bond screener includes all Taxable Bond categories. Use the Fund Category criteria to refine the search.

The Municipal Bond screener includes all Municipal Bond categories. Use the Fund Category criteria to refine the search.

(Broad Basket portfolios can invest in a diversified basket of commodity goods including but not limited to grains, minerals, metals, livestock, cotton, oils, sugar, coffee and cocoa. Investment can be made directly in physical assets or commodity linked derivative instruments, such as commodity swap agreements.

Funds that incorporate ESG into their strategies.